Differences

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--- circ:accounts:new_patron_accounts [2019/05/24 17:00] – [Sample Registration Forms] tmccanna
+++ circ:accounts:new_patron_accounts [2023/02/08 14:29] (current) – smorrison
@@ Line 4: / Line 4: @@
     * If you find the patron already has a record in the system, DO NOT create another record. Instead, update the existing record with the corrected information.
     * If the patron’s information is outdated, update the information. (See: [[circ:accounts:update_accounts|Updating Accounts]])
-    * If a patron has lost his or her card, issue a replacement card and charge the replacement fee.  (See: [[circ:accounts:lost_cards|Lost Cards]])
+    * If a patron has lost his or her card, issue a replacement card.  (See: [[circ:accounts:lost_cards|Lost Cards]])
 **2. Create New Account:** If the name is NOT found in the database, open the Register Patron screen. The PINES user record can contain as many addresses as necessary, and notes and comments that display to all PINES facilities. Required fields are:
     * Barcode
     * OPAC/Staff Client User Name
-    * Password
+    * Password
-    * Verify Password
     * First Name
     * Middle Name is strongly encouraged but not required.
@@ Line 32: / Line 31: @@
 ===== Patron Self-Registration Form =====
-Patrons may fill out an online application form on the PINES OPAC ([[https://gapines.org/eg/opac/register|Patron Self-Registration Form]]) to register for a new library card. The patron must visit the library in person within 14 days to show proof of ID so that the staff can complete the registration form and issue the library card. In order to capture a signature, library staff can print off the completed patron account form from within the Evergreen Staff Client so that the patron may sign it and the staff may initial it. These printouts should be stored with all other registration forms following the library’s document retention policies. [2014.05] (See: [[circ:accounts#record_retention_policies|Record Retention Policies]])
+PINES rolled out a new automated e-card registration process on September 8, 2020. This eliminates the previous pending patron account process to provide better service to patrons and reduce work for library staff.
-When the patron comes into the library to complete the registration process, staff should:
-  - Open the list of pending patron applications and retrieve the patron information (Circulation > Pending Patrons).
-  - In a separate tab, search to verify that the patron does not already have a PINES card. (If they do, update the existing account rather than creating a new account.)
-  - If no existing account exists, complete the patron registration form. Be sure to confirm that the information the patron entered matches the information on the ID that is presented.
+  - When a patron successfully submits the online application form ([[https://gapines.org/eg/opac/register|Patron Self-Registration Form]]), the system creates an account which provides immediate access to e-resources. This account is valid for 1 year, but does not allow holds or checkouts.
+  - To obtain a full PINES card, the patron will come into the library and provide their e-card number and proof of ID.
+  - Staff should then:
+    - Check for duplicate accounts.
+    - Check the provided ID/documentation to verify that the information on the account is correct and up to date.
+    - Give the patron a PINES card and update the barcode in the account.
+    - Change the permission group from Quipu to Patron.
 ===== Cloning a Patron with the Same Address =====